What we shipped lately.

The public marketing site (/for, /compare, /blog, /case-studies, /changelog, /faq and now /pricing, /about, /contact, /security, /privacy, /popia, /terms) now respects the same theme toggle as the landing page. Light is the default; the choice persists across visits.

When a PayFast subscription payment succeeds, ClientPulse now generates and stores a sequential tax invoice automatically. No more reconciling subscription receipts manually at month-end.

Quotes that haven't been responded to can now be resent over WhatsApp from the Quotes list with a single tap. The original quote stays the source of truth — the resend just nudges the client with the link again.

Record meetings live in the browser or upload an existing audio file. ClientPulse transcribes the conversation (handles SA English and Afrikaans), and MJ drafts the meeting summary, follow-up tasks, and a quote when she detects a commitment.

Every proposal lands as an Approval Inbox card — nothing is sent, scheduled, or invoiced until you tap Approve. One tap then sends a polished summary PDF to the client via WhatsApp or email.

Use cases: discovery calls, financial reviews, on-site assessments, training sessions.

Custom-domain email (per-org SMTP) now lets admins pick the right security mode for their provider — SSL, STARTTLS, or none — and exposes a full conversation trace in the admin UI when something goes wrong. No more guessing why Gmail is rejecting your sends.

The review month and day are now configurable per client instead of org-wide. Reminder lead time stays org-wide. Useful for advisors whose clients prefer a review month that matches their renewal anniversary.

Fixed a long-standing edge case where invoice payment links containing spaces or special characters in the customer name would fail PayFast signature validation. Encoding now matches PHP's urlencode exactly (space as +, not %20).

Hardened MJ's outbound prompts so she never claims that the business "wants", "needs", or "requires" something that hasn't been explicitly stated by the operator. Prevents fabricated commitments in prospect conversations.

Track expenses by category (office, travel, marketing, software, utilities, salaries, professional fees), issue credit notes against specific invoices, and generate an exportable P&L report — revenue vs expenses vs net profit, ready for your accountant.

The aged receivables report now exports to CSV with a single click. Bring it to your bookkeeper or drop it into a spreadsheet for chasing.

Set up recurring invoice schedules with configurable reminder sequences via WhatsApp and email. Cancel or pause from the client profile. Useful for retainers, monthly billing, and subscription services without a card.

Invoice in ZAR, USD, EUR, GBP, and other major currencies. PayFast still settles ZAR; multi-currency support is for businesses that bill cross-border clients in their local currency.

Job card addresses now auto-populate from the client profile, and you can search 5 years of jobs by address — useful for property maintenance, repeat installations, and warranty claims.

When a job is marked Pending Completion, the client receives a WhatsApp link to sign off on their phone. The signed PDF is stored against the client and the job card is moved to Signed Off. No more chasing paper sign-offs.

Approve or reject MJ-proposed actions in bulk — meeting summary sends, marketing campaign kick-offs, and invoice-send prompts. Routine MJ replies stay autonomous; the inbox is for the actions that wait for your nod.

Set a language preference per client. All automated messages — birthday wishes, reminders, scheduled sends, MJ replies — are drafted in the client's preferred language. Templates live in both EN and AF in Settings.

Stream entries can now be assigned to a specific team member. Assignees see their work-in-progress on the dashboard, and overdue alerts route to them directly.

Every client now has a health score based on contact recency, open items, and overdue follow-ups. Sort the client list by health to find the people most at risk of churn.

Each client gets a unique referral link. Leads land in the Referrals tab; convert to a full client with one click; the original referrer receives an automatic thank-you on WhatsApp. Closing the referral loop without a spreadsheet.

Upload your menus, pricing, FAQs, service descriptions, and policies. MJ uses these as ground truth when answering prospects on WhatsApp — so she sounds like she works for you, not like a generic chatbot.

The 6-step FNA wizard now produces a professional, branded PDF for client presentation. Calculates life cover, income protection, disability, and retirement needs. Built for FAIS-aware advisor workflows.